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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,515 | $100,911-74.7% | $90,440-71.8% | $158,966-83.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.33% | 1726.62%-1701.3pp | 1294.38%-1269.0pp | 302.95%-277.6pp |
| Employer contribution / active EE | $860 | $3,690-76.7% | $3,263-73.6% | $4,762-81.9% |
| Participant deferral / active EE | $5,135 | $4,348+18.1% | $3,964+29.6% | $5,983-14.2% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |